Kline Capital Management, LLC

Kline Capital Management, LLC
(CRD# 132228) is a financial advisory firm headquartered in
, .
They
manage $5,000,000 in 13 accounts and
serve the financial needs of clients across 1 states (or territories).

Current Firm Details

Kline Capital Management, LLC

By the Numbers

Total Assets Under Management

5

MILLION

Total Number of Accounts

13

ACCOUNTS

Average Account Value

$384,615

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Dale Kline (CRD# 1721813) is an Investment Advisor Representative working at
Kline Capital Management, LLC in , and has
over 30 years
of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.